See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,889 | $63,861+130.0% | $104,607+40.4% | $79,858+83.9% |
| Participation rate | 93.1% | 64.9%+28.2pp | 74.1%+19.0pp | 69.6%+23.5pp |
| Annual return | 15.26% | 21.30%-6.0pp | 340.46%-325.2pp | 31.71%-16.5pp |
| Employer contribution / active EE | $4,044 | $1,588+154.6% | $2,681+50.9% | $2,471+63.7% |
| Participant deferral / active EE | $6,189 | $2,693+129.8% | $3,740+65.5% | $3,740+65.5% |
| Admin fee / account holder | $4,594 | $4,185+9.8% | $6,473-29.0% | $5,306-13.4% |